How do I add a user and control what they can do?

Each person gets their own user in Setup → Users. Their security group decides which screens they can open; their own Rights tab sets their price and discount limits. Never share one sign-in between people — the audit trail records who did what.

Steps

1. Make sure the right security group exists (Setup → Security Groups).
2. Go to Setup → Users and press New user. Enter a user name, full name and first password.
3. Under Assignment, choose their Security Group and Department.
4. Optional: on the Rights tab, set discount and price limits. Press Save — they can sign in straight away.

Good to know

• If they can sign in but see almost nothing, check their group’s Access Roles and Item Categories.
• Copy rights from user… gives a new cashier the same limits as an existing one.
• Untick Active when someone leaves; their history stays.

Related questions

• What does “You don’t have the … permission” mean?